Top Tech Jobs & Startup Jobs in Boston, MA

Leads investment teams managing complex private client portfolios ranging from $100 million to several billion dollars. Responsibilities include portfolio construction, asset allocation, investment manager selection, risk and performance monitoring, client relationship management, team leadership, mentorship, and new business development. The role engages family members, boards, investment committees, family offices, advisors, and prospective clients while representing the firm in marketing and business development activities.

Lead client relationship management and business development for ultra-high-net-worth private clients and family offices. Drive new business, retain and deepen client relationships, oversee proposals and onboarding, mentor junior staff, coordinate with investment teams, and report on retention and revenue performance.

Lead portfolio construction and manager evaluation for institutional clients across public and private asset classes. Present recommendations to clients and committees, prepare analyses and materials, support business development, and mentor junior staff while contributing to team strategy and portfolio management.

Drive lead generation and pipeline growth across institutional and private client segments in the US Southeast. Build relationships with prospects and centers of influence, represent the firm at events, collaborate with internal teams for client onboarding, and track/report business development activity in CRM to meet regional growth targets.

Lead business-development execution for the Private Client Practice, managing RFPs, proposals, pitch materials, and prospect strategy. Support select client relationships, coordinate cross-functional teams, maintain CRM records, and improve processes to drive new business and ensure high-quality client service.